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Red Violet shares owned by UMA Financial Services

Quarter-by-quarter ownership of Red Violet (RDVT) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Red Violet

Tip: Access up to 7 years of quarterly data

All positions including Red Violet held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Red Violet by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $416 12 34.67

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Red Violet

BlackRock
Daniel D. Thurber
Ashford Capital Management
Ophir Asset Management Pty
Trigran Investments
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Herald Investment Management
Royal Bank of Canada
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Qube Research & Technologies

View all funds holding Red Violet